Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,811 | $56,484-75.5% | $169,452-91.8% | $64,173-78.5% |
| Participation rate | 71.7% | 64.5%+7.1pp | 77.8%-6.1pp | 69.6%+2.1pp |
| Annual return | -8.57% | -1.55%-7.0pp | 1.83%-10.4pp | 7.63%-16.2pp |
| Employer contribution / active EE | $1,533 | $1,832-16.4% | $4,157-63.1% | $2,381-35.6% |
| Participant deferral / active EE | $2,937 | $3,448-14.8% | $5,277-44.3% | $3,470-15.3% |
| Admin fee / account holder | $253 | $4,174-94.0% | $9,110-97.2% | $4,887-94.8% |